The Private Bank digital experience - The Private Bank - Wells Fargo

The Private Bank digital experience

The Private Bank digital experience

As a client of The Private Bank, you can expect an elevated experience from us—no matter where you are. This is what it looks like when online and mobile banking is built with you in mind:

Money movement

You get enhanced benefits, including:

  • Higher limits on most online transfers1, payments, and mobile deposits
  • Increased limits for online wire transfers2 and waived fees when using qualified accounts
  • Preferred foreign exchange rates automatically applied for online wire transfers1

Investment tracking

You can easily see how your investments3 are performing:

  • View balances and gains and losses, and search trade activity
  • Get stock quotes, track order status, and leverage investment tools
  • Access economic research by the Wells Fargo Private Bank and Wells Fargo Investment Institute4

Account review

You can take advantage of various features, including:

  • Balance sheet summary of your accounts
  • Personal, business, or combined account views
  • Custom brokerage portfolio views3
  • Custom trust and managed investment accounts
  • The ability to authorize users for viewing and transacting

Secure messaging and support

You can bank with ease and confidence knowing we offer:

  • Secured messaging that allows you to send/receive secure, confidential, or restricted information, including financial or tax documents, between you and a member of your relationship team
  • Direct access to The Private Bank Service Team